Plan Ledger DOL Form 5500 · updated monthly

Parish Episcopal School403(b)

THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Parish Episcopal School reported $109,672 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $4,062 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.287%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,238th-largest of 5,688 plans among Texas employers on file, and the 1,076th of 3,091 in educational services. In 2024, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,304,294
Participants with balances429
Active participants266
Employer contributions$1,080,505
Employee contributions$1,485,028
Employer contribution per active participant$4,062
Average account balance$93,949
Benefits paid to participants$2,539,777
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.3M · 429 accts · $1.1M emplr
2023$36.0M · 414 accts · $1.0M emplr
2022$31.7M · 404 accts · $936K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,323
Investment management$34,671
Audit (IQPA)$23,349
Total administrative$109,672
Employer contributions to the Parish Episcopal School plan · 2024
Employer contribution per active participant$4,062
Median for plans this size$2,416
2024$4,062 per active participant
2023$4,000 per active participant
2022$3,742 per active participant

Parish Episcopal School's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA - TEACHERS INSURANCE AND ANNUI · Loan processing$48,323
PLANPILOT, LLC · Consulting · Investment advisory (participants)$34,671
WHITLEY PENN LLP · Accounting / audit$23,349

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$109,672 · 0.29%
2023$99,317 · 0.29%
2022$85,735 · 0.29%
Similar plansEducational Services · Texas
Barbri, Inc. TX$46.9M · 0.02%
Trinity Valley School TX$41.6M · 0.22%
Texas Wesleyan University TX$38.5M · 0.15%
Saint Mary's Hall TX$38.2M · 0.06%
Uworld, LLC TX$36.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751390485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.